Marshall Financial Group (Pennsylvania)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Buy |
3,559
+14
| +0.4% | +$2.54K | 0.19% | 37 |
|
|
2025
Q1 | $614K | Buy |
3,545
+17
| +0.5% | +$2.95K | 0.19% | 35 |
|
|
2024
Q4 | $618K | Buy |
3,528
+12
| +0.3% | +$2.1K | 0.19% | 39 |
|
|
2024
Q3 | $630K | Buy |
3,516
+14
| +0.4% | +$2.51K | 0.19% | 37 |
|
|
2024
Q2 | $575K | Buy |
3,502
+14
| +0.4% | +$2.3K | 0.19% | 38 |
|
|
2024
Q1 | $591K | Buy |
3,488
+14
| +0.4% | +$2.37K | 0.19% | 36 |
|
|
2023
Q4 | $548K | Sell |
3,474
-97
| -3% | -$15.3K | 0.2% | 39 |
|
|
2023
Q3 | $506K | Buy |
3,571
+16
| +0.5% | +$2.27K | 0.21% | 36 |
|
|
2023
Q2 | $532K | Buy |
3,555
+16
| +0.5% | +$2.39K | 0.2% | 35 |
|
|
2023
Q1 | $512K | Buy |
3,539
+17
| +0.5% | +$2.46K | 0.21% | 38 |
|
|
2022
Q4 | $497K | Buy |
3,522
+15
| +0.4% | +$2.12K | 0.21% | 39 |
|
|
2022
Q3 | $446K | Sell |
3,507
-625
| -15% | -$79.5K | 0.21% | 39 |
|
|
2022
Q2 | $555K | Buy |
4,132
+17
| +0.4% | +$2.28K | 0.25% | 36 |
|
|
2022
Q1 | $649K | Buy |
4,115
+12
| +0.3% | +$1.89K | 0.26% | 34 |
|
|
2021
Q4 | $668K | Buy |
4,103
+13
| +0.3% | +$2.12K | 0.26% | 36 |
|
|
2021
Q3 | $613K | Buy |
4,090
+10
| +0.2% | +$1.5K | 0.26% | 37 |
|
|
2021
Q2 | $615K | Buy |
4,080
+17
| +0.4% | +$2.56K | 0.26% | 34 |
|
|
2021
Q1 | $576K | Buy |
4,063
+12
| +0.3% | +$1.7K | 0.26% | 35 |
|
|
2020
Q4 | $517K | Buy |
4,051
+16
| +0.4% | +$2.04K | 0.25% | 37 |
|
|
2020
Q3 | $436K | Buy |
4,035
+15
| +0.4% | +$1.62K | 0.26% | 34 |
|
|
2020
Q2 | $409K | Buy |
4,020
+32
| +0.8% | +$3.26K | 0.27% | 36 |
|
|
2020
Q1 | $335K | Buy |
3,988
+14
| +0.4% | +$1.18K | 0.27% | 37 |
|
|
2019
Q4 | $460K | Buy |
3,974
+17
| +0.4% | +$1.97K | 0.31% | 35 |
|
|
2019
Q3 | $428K | Hold |
3,957
| – | – | 0.33% | 34 |
|
|
2019
Q2 | $427K | Hold |
3,957
| – | – | 0.33% | 35 |
|
|
2019
Q1 | $413K | Hold |
3,957
| – | – | 0.34% | 34 |
|
|
2018
Q4 | $362K | Buy |
+3,957
| New | +$362K | 0.34% | 35 |
|